Contacts:
When searching contacts, use the first and last name only - no Mr/Mrs/Miss
Save Your Most Common Filter Views:
Many areas of BrokerCentral, such as the Reporting module, use dynamic tables that allow you to filter data by each column.
Once you've applied the filters you need, you don't have to remember or recreate them the next time you want to view the same information. Instead, simply bookmark the page in your browser while those filters are applied.
When you return to that bookmark, BrokerCentral will automatically load the table with the same filters already in place, giving you instant access to the data you need.
For frequently used reports, you may even wish to create a folder in your browser's bookmarks bar called BrokerCentral Reports.
This can be a great time-saver if you regularly access the same filtered views, allowing you to jump straight to the information you need with a single click.
Using Your Keyboard to Complete Statement of Fact Questions
You can complete Statement of Fact questions much more quickly using your keyboard, reducing the need to switch between your keyboard and mouse.
While completing a proposal:
Press Tab to move to the next question.
Press Shift + Tab to move back to the previous question.
Press Space or Enter/Return to select an answer.
This allows you to work through long statements of fact quickly and efficiently, making data entry faster and more comfortable.
Tip: Once you get used to the keyboard shortcuts, you'll rarely need to reach for the mouse when completing a Statement of Fact.
Need Help?
If you encounter any issues or have questions, our support team is ready to assist:
Live Chat: Available via BrokerCentral
Email: [email protected]
Telephone: +44 (0) 1403 885 737